Anic Equity¶
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Total return since start: 0.619 %¶
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Equity now: -----------------------------> 49452.48 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45390.94 Kr¶
PnL: ---------------------------------------> 334.94 Kr¶
DD now: ---------------------------------> -6.905 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 09:46:05.647096'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.080000 | 1666.440000 | 197.440000 | 13.440000 | 1468.999998 |
| Orrön Energy | 180 | 1.510000 | 2235.600000 | 192.600000 | 9.430000 | 2043.000000 |
| Sedana Medical | 93 | -2.520000 | 2594.700000 | 73.700000 | 2.920000 | 2521.000011 |
| Atrium Ljungberg B | 5 | -0.250000 | 992.500000 | 57.500000 | 6.150000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | -0.710000 | 1012.800000 | 51.800000 | 5.390000 | 960.999996 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Catena | 2 | -0.950000 | 830.800000 | 38.800000 | 4.900000 | 792.000000 |
| Sagax B | 4 | -0.620000 | 891.600000 | 37.600000 | 4.400000 | 854.000000 |
| JM | 6 | -0.270000 | 900.000000 | 36.000000 | 4.170000 | 864.000000 |
| Hexatronic Group | 12 | -0.050000 | 1001.280000 | 34.280000 | 3.540000 | 966.999996 |
| Hoist Finance | 35 | -0.520000 | 1011.500000 | 31.500000 | 3.210000 | 980.000000 |
| OX2 | 13 | 1.430000 | 968.500000 | 18.500000 | 1.950000 | 949.999999 |
| VEF | 909 | -2.190000 | 1867.090000 | 17.090000 | 0.920000 | 1850.000436 |
| Bilia A | 8 | -0.260000 | 913.600000 | 13.600000 | 1.510000 | 900.000000 |
| Biotage | 7 | -0.370000 | 954.100000 | 13.100000 | 1.390000 | 940.999997 |
| HEXPOL B | 9 | 0.530000 | 1033.200000 | 12.200000 | 1.190000 | 1020.999996 |
| Gränges | 9 | -0.290000 | 939.600000 | 11.600000 | 1.250000 | 927.999999 |
| Byggmax Group | 33 | -0.880000 | 964.920000 | 8.920000 | 0.930000 | 956.000001 |
| BioGaia B | 8 | -1.350000 | 937.600000 | 7.600000 | 0.820000 | 930.000000 |
| Clas Ohlson B | 12 | -0.850000 | 975.600000 | 2.600000 | 0.270000 | 972.999996 |
| AcadeMedia | 8 | -0.490000 | 404.400000 | 2.400000 | 0.600000 | 402.000000 |
| ASSA ABLOY B | 3 | 0.040000 | 780.000000 | 1.000000 | 0.130000 | 779.000001 |
| EQT | 4 | -1.200000 | 826.400000 | -5.600000 | -0.670000 | 832.000000 |
| Nordic Waterproofing Holding | 7 | -0.730000 | 946.400000 | -20.600000 | -2.130000 | 966.999999 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| SKF B | 5 | -0.080000 | 917.500000 | -22.500000 | -2.390000 | 940.000000 |
| Alimak Group | 11 | -1.440000 | 905.300000 | -22.700000 | -2.450000 | 927.999996 |
| Addnode Group B | 11 | -0.670000 | 895.950000 | -25.050000 | -2.720000 | 921.000003 |
| Indutrade | 5 | -0.380000 | 1185.500000 | -32.500000 | -2.670000 | 1218.000000 |
| Latour B | 4 | -0.440000 | 812.400000 | -44.600000 | -5.200000 | 857.000000 |
| Vitec Software Group B | 2 | -1.790000 | 1040.000000 | -47.000000 | -4.320000 | 1087.000000 |
| Bufab | 3 | -0.740000 | 1042.800000 | -66.200000 | -5.970000 | 1109.000001 |
| Hexagon B | 26 | -1.440000 | 3383.900000 | -77.100000 | -2.230000 | 3461.000010 |
| INVISIO | 16 | -0.440000 | 3600.000000 | -89.000000 | -2.410000 | 3689.000000 |
| BHG Group | 97 | -1.120000 | 1365.760000 | -93.240000 | -6.390000 | 1458.999989 |
| TOTAL | 45390.940000 | 334.940000 | -6.90483% | 45056.000411 |
Updated:¶
'2023-07-05 09:46:22.505241'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
